What We Offer
Investment Process Flowchart
Investment Managers
Custodians
Bios of Professionals


Objectivity
Trust Navigator has developed an objective formula to ensure that the service providers and portfolio managers with whom we work are among the leaders in their field of expertise. We choose these professionals through an unbiased research process refined by years of experience in identifying and understanding the disciplines that make them unique in their practice. Our flexible approach of working with multiple vendors compliments our service by introducing the expertise of partners who bring other value-added services. We offer wrapped fee arrangements providing full-fee disclosure and documented measurement systems, both on line and via regular written and personal updates.

Accountability
Trust Navigator believes that building wealth is a long-term goal, best achieved through proactive due diligence, documented strategies, risk diversification, performance measurement, tax management, and value-added partnerships. We make information accessible to investors and empower them with good research and benchmarking to ensure their portfolios and other assets perform at peak levels. Our partnerships with independent custodians and recognized leaders in complimentary advisory roles give our customers an engaging support structure, with trusted mentors and advocates who help them reach measurable objectives. Our portfolio managers outperform in 15 different investment styles allowing for diversification of investment risk and objective assessment of progress towards specific goals.



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Trust Navigator | 27900 Chagrin Blvd. Suite W211 | Beachwood, OH 44122 | 216-765-0472 - FAX: 216-342-4371